Joseph Miller - Financial Advisor: WestPac Wealth Partners

Reviews Summary

The reviews consistently highlight exceptional service, deep financial expertise, and personalized care. Clients praise the advisor's ability to simplify complex concepts, provide tailored solutions, and build trust. Many mention significant improvements in debt management, investments, insurance, and long-term financial planning. The advisor is described as patient, responsive, professional, and genuinely invested in clients' success. Recurring themes include relief from financial stress, clear guidance, and confidence in future stability. Multiple reviewers emphasize recommendations to others due to transformative results and the advisor's holistic approach to wealth management.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice

Small business owners needing bookkeeping, payroll, or tax compliance

Freelancers and contractors with 1099 income or complex returns

Couples planning finances together or managing joint returns

Investors with capital gains or rental property income

Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns

Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification

Tax documents (W-2s, 1099s, investment summaries, etc.)

Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance

Check if your CPA offers virtual sessions or document uploads

Bring a notebook or use a notes app for key takeaways

Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations

Fees may be flat-rate, hourly, or based on service complexity

Some CPAs specialize in industries like healthcare, real estate, or tech

Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

8906 Spanish Ridge Ave

Las Vegas, Nevada 89148

Phone

+1 702-335-3128

Visit Website Call Now Get Directions

Hours

Sunday Closed

Monday 7AM-6PM

Tuesday 7AM-6PM

Wednesday 7AM-6PM

Thursday 7AM-6PM

Friday 7AM-6PM

Saturday Closed

Customer Reviews

Joey was fantastic to work with. Everything I asked him for he delivered on with ease. Thanks to Joey my family will be well taken care of for the time I'm alive and even when I'm gone. Not only is Joey extremely knowledgeable, but he has turned into someone I would call a friend. Thank you Joey!

Joey is great to work with! He explains everything in a clear and understandable way and has helped set me up for success with my finances. He is always available to answer my questions and has a genuine passion for his work. Thanks Joey!

Met Mr Miller through a business connection and couldn't be happier. Working with Joseph has helped align our business and personal finances. Excited to grow with him and Westpac

Joey explains everything so clearly with lots of patience. He's helped me tackle my student loans, set me up with life and medical insurance, and manage my Roth IRA investments. We've been working together since I was just a student and now that I'm practicing, it's a great feeling knowing my finances are in good hands!

Joseph (Joey) is really amazing! I can't thank him enough for all that he has done for me in a matter of less than a year. He has helped me set up plans for my student loans, 401k, and investments. Joey does more than just managing your finances. He has all of his clients best interest at heart and will do what he can to help them achieve their goals in life. In my case, Joey referred me to one of the best realtors and loan officers who had helped me purchase my very first home! I honestly could not have th

Joey is pretty unique when it comes to Financial Advising as he looks as the whole picture. I'm an engineer with experience in Finance so I thought I was fine with reading blogs and self managing my investments. Joey took a look at my accounts and immediately found ways to optimize for better returns, tax management, charity giving, etc. I have been impressed by his work and highly recommend him to anyone, even if you think you have finances handled (like I did).

Joseph has helped my husband and I to achieve our financial goals for the future. He makes us feel confident in our decisions and always informed. He is transparent with all aspects of investing. Always available to answer my questions and keeps us both updated. Highly recommend!

I'm an independent freelancer in the film industry and have a TON of random expenses, income, and all manner of financial chaos surrounding my life which I just could never get in order. Joseph's financial advising helped tremendously and he was incredibly patient and creative throughout the whole process. It's like being taken care of by family with him, and I'm happy to finally have this weight off my shoulders and managed by someone I can trust. Can't recommend enough!

Recent Pharmacy Grad with lots of student loan debt. Needed someone I could trust and knowledgeable in finance to put me on the right track with balancing my new income and expenses. Joseph has been helpful and professional with me. Explains all the details and does not pressure you into anything, but gives you all your options. He tends to his clients personally and is very active with following up with them. Could not ask for a better advisor.

Joseph is very responsive and in tune with your personal needs. Highly recommended!

As a small business owner and independent contractor I have a lot of different revenue streams and assets that are hard to manage. Joseph has been a key player in my pursuit to better mange my personal and business finances. Highly recommend exploring the services he offers along with the business consolation.

I would recommend Joseph to everyone in my family and everyone in your families. Very knowledgeable in his craft and is very clear and guide me the right way in what to do with my money. I would recommend him to all of you looking into a smart, credible, reliable financial advisor.

Joseph is extremely knowledgeable and easy to work with! I highly recommend.

Joseph helped me understand both disability insurance and term life insurance. He also assisted me in applying for both those services. Plus, he's just a nice guy.

Simply the best in the business! My finances where a mess before Joey set me up for success. Now its looking like will be able to retire very comfortably before 40 years old. Joey's investment/management strategies along with the revolutionary service that Westpac provides are second to none. Don't look any further.

Joseph provides excellent knowledge and understanding of what it takes to be financially stable and build up your wealth. Gave me great advice and guidance. Would recommend to anyone who needs to take a step in the right direction with their finances.

When I was putting together a team of financial professionals, I looked no further than WestPac Wealth Partners. Specifically, my advisor Joseph Miller has helped myself and my wife with financial knowledge and expertise for over a year now. He is someone that I will be working with for the rest of my career.

I am currently a business owner and also with a lot of student debt from college and Joey really helped me out to see a light at the end of the tunnel. I have my finances in order and I now know what I must do. The comfort that Joey has provided for me is priceless.

Joseph was very helpful to me and my husband. Because of him our finances are in order and we are able to get a house very soon. Highly recommended!

Joe is absolutely amazing at what he does. I've been working with him for years and fully trust him with any move he makes. If you're looking for a future of financial freedom, his wealth management strategies will get you there.

Joseph was able to help put my wife and I on the correct path to reach our financial goals. His knowledge was second to none. We are very grateful for his help!

Joseph really help me get my finances in order and helped me understand how to keep them that way. I appreciate his help and would highly recommend him to others looking for a financial advisor.

Debt can lead to some uncertain times, especially during the pandemic. Joseph was a huge help to get me back in the right direction. He is a trustworthy guy.

Joey has been more than a financial advisor, he's been a friend to recommend the right products with zero pressure and has made me feel great about the steps I'm taking moving forward. I highly recommend him!

Being retired and about to start Medicare Joseph was able to provide concise easily understood recommendations for me at this point in my life. I was fully satisfied with the advice received.

Mr. Miller here found me at a low point in my life where I was struggling with financial management and planning. He was able to assist me in sorting out my priorities and goals in life. I Highly recommend this professional and motivated man for anyone looking for some guidance.

Mr. Miller is extremely professional as well as caring. His knowledge of the industry is like no other. I wish I met him earlier because of the great value he's brought to my portfolio.

Joey has helped me find a sense of security for my financial future. I'd recommend his services to anyone who wants to plan for their financial future.

I can't even explain the passion Joey has for his clients, he has always gone above and beyond for me and the needs of my family as if they were his own. Would highly recommend his services to a friend.

?I was lost but now I'm found?. Joseph provided me with so much help and information that I was so unaware of prior to our encounter. Joseph left me excited for my financial future.

Joseph is the best out there. He's helped me improve financially while being professional and accessible whenever I need him.

Joseph... Peace of mind comes from the way that Joseph has worked to earn my trust. A great guy with a work ethic second to none!

Besides being incredibly handsome Joesph Miller has a passion for helping people make financial decisions. I highly recommend him.

Joseph Miller is an absolute professional! He got me on the right track to reach my financial goals.

Definitely the right person to go see, a bright mind with a refreshing new look when it comes to investment.

Amazing knowledge and service. Very professional and helpful in so many ways!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.